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[@100xCompounding](/creator/twitter/100xCompounding)
"$SOC $CRC Newsom and California have one solution to their energy crisis - Sable Offshore and the Santa Ynez Unit. In our most recent piece I break down the following: 1) Why High Energy Prices are a Choice in CA 2) Why Kern Counties 2000 new wells will not cut it 3) Refining Capacity in the state and What It Means Long Term 4) Fire and Seismic Risk 5) Actionable Policy Solutions to Help Alleviate Cost to Produce 6) How Sable Oil via its Pipeline is the Only Tangible Options Left for California and Newsom's 2028 Presidential Ambition I made a significant portion of this piece free for all to"  
[X Link](https://x.com/100xCompounding/status/1975582237065458025) [@100xCompounding](/creator/x/100xCompounding) 2025-10-07T15:21Z 4079 followers, 96.8K engagements


"$IPI Targeting 300K annual prod Has a net cash balance sheet and an undrawn 150M revolver $2M of growth capex $XX sustaining shares trade for a fraction of replacement cost"  
[X Link](https://x.com/100xCompounding/status/1976283425570160818) [@100xCompounding](/creator/x/100xCompounding) 2025-10-09T13:47Z 4079 followers, XXX engagements


"$RIG $VAL $NE Our thesis on Transocean is out In it we discuss: - History of offshore deep water rigs - Transocean's fleet - Balance sheet and deleveraging - Offshore Capex Trends - Capital Allocation - Unit Economics of a Vessel + Company Replacement cost Enjoy"  
[X Link](https://x.com/100xCompounding/status/1978169178302620079) [@100xCompounding](/creator/x/100xCompounding) 2025-10-14T18:40Z 4079 followers, 7303 engagements


"$SOC Department of energy leader Chris Wright stepping up for Sable"  
[X Link](https://x.com/100xCompounding/status/1979354552794255604) [@100xCompounding](/creator/x/100xCompounding) 2025-10-18T01:11Z 4079 followers, 11.8K engagements


"$SOC The most insane part of all of this is if California gets out of their own way this pipeline could surge oil and begin first revenues at a moments notice. 20M annual barrels of oil production comes online just like that XX% of state production added. Millions afforded access to cheaper energy that is the critical input for increasing quality of life. I dont know that @CAgovernor or the state will do the right thing they certainly have a track record of lunacy with energy policy to date. These are federal assets that will in fact be developed. It can benefit the state tremendously or it"  
[X Link](https://x.com/100xCompounding/status/1979400182220370261) [@100xCompounding](/creator/x/100xCompounding) 2025-10-18T04:12Z 4079 followers, 9711 engagements


"$SOC Company confirms Trump admin involvement and trump himself. And a nice quote from @Seawolfcap These federal assets will be extracted one way or another"  
[X Link](https://x.com/100xCompounding/status/1976393874072572206) [@100xCompounding](/creator/x/100xCompounding) 2025-10-09T21:06Z 4079 followers, 126.3K engagements


"$SOC Awful week for the stock price no question. Another loss in court despite providing a better case. Individuals can decide for themselves why Anderle decided against the writ. Its important to note that restart of the pipeline is not effected by the decision. Now the thought process out there is that by the CCC winning on the 15th that this will stop the OFSM from approving. At the end of the day Gavin Newsom is the decision maker on a restart or not. If he wants the oil which I suspect he might he will green light the decision. He is on a clock though however. Once Sable has secured"  
[X Link](https://x.com/100xCompounding/status/1978965607640080810) [@100xCompounding](/creator/x/100xCompounding) 2025-10-16T23:25Z 4079 followers, 7485 engagements


"$SOC Look for our Sable update coming out next week - targeting COB Wednesday. The stock has been unreasonably punished - theres a lot of fight left. Looking forward to sharing our thoughts. Have a great weekend to all"  
[X Link](https://x.com/100xCompounding/status/1979332831374639235) [@100xCompounding](/creator/x/100xCompounding) 2025-10-17T23:44Z 4079 followers, 2733 engagements


"@mikalche @grok There has actually been talks about the opportunity to eventually do some sort of data center vertical as well and some carbon capture opportunities as well. Lots of optionality once oil flows"  
[X Link](https://x.com/100xCompounding/status/1979402854113608136) [@100xCompounding](/creator/x/100xCompounding) 2025-10-18T04:23Z 4079 followers, XXX engagements


"Fantastic summary here. As it stands the most leveraged game in town is doing the most intelligent things. $NE Noble paying a dividend is suboptimal (buyback stock) and $VAL Valaris has been stacking cash rather than buyback their stock to do a deal Where they would have to pay with a significant amount of stock therefore you end up paying a much higher price down the road. This is the detriment to being an industry that needs recapitalized. I still like $VAL long term but this lull is making the majority of the industry do strange things"  
[X Link](https://x.com/100xCompounding/status/1963580031319294140) [@100xCompounding](/creator/x/100xCompounding) 2025-09-04T12:28Z 4077 followers, 4388 engagements


"$SOC Seems as though people are starting to understand the position sable has today. Easy way or hard way - California gets to decide"  
[X Link](https://x.com/100xCompounding/status/1973845956555882520) [@100xCompounding](/creator/x/100xCompounding) 2025-10-02T20:22Z 4078 followers, 5000 engagements


"This is the greens hopium. That its an empty threat. Bc they have no defensive action against it and have to hope its not true. Sorry but it is. $SOC"  
[X Link](https://x.com/100xCompounding/status/1973877825557131449) [@100xCompounding](/creator/x/100xCompounding) 2025-10-02T22:28Z 4078 followers, 4109 engagements


"$SOC For those curios Chevrons biggest refinery and XX% of the states refining capacity just burst into flames in California. The Martinez fire was a 100+ day shutdown. If El Segundo is down Bencia is out and Wilmington is to follow p66 is out by year end thats XX% of the states throughput"  
[X Link](https://x.com/100xCompounding/status/1974079835669447128) [@100xCompounding](/creator/x/100xCompounding) 2025-10-03T11:51Z 4078 followers, 12.4K engagements


"I think the December/Jan activity is playing the anticipation of actual yield per acre reported by the USDA being meaningfully lower than anticipated (5-7 bushel an acre which is a massive miss) $IPI $MOS $LXU $CF"  
[X Link](https://x.com/100xCompounding/status/1975726299457970407) [@100xCompounding](/creator/x/100xCompounding) 2025-10-08T00:53Z 4077 followers, 4578 engagements


"Nice coverage of $OLN we have been long the name for a long time and have been wrong to date. Over a 3-5 year holding period this business will generate its market cap in cash flows we believe and at the very least spit off persistent 9-13% FCF yields buyback stock and pay down debt as demand and supply rebalance after nearly a decade of being depressed and chinas effect from over producing expoxy and other core chemical products"  
[X Link](https://x.com/100xCompounding/status/1976100410340622410) [@100xCompounding](/creator/x/100xCompounding) 2025-10-09T01:40Z 4078 followers, 1995 engagements


"$SOC $CRC Spaces on California energy crisis"  
[X Link](https://x.com/100xCompounding/status/1976339430639272136) [@100xCompounding](/creator/x/100xCompounding) 2025-10-09T17:30Z 4078 followers, 2558 engagements


"CA Fault Lines $SOC $CRC"  
[X Link](https://x.com/100xCompounding/status/1976340549427933656) [@100xCompounding](/creator/x/100xCompounding) 2025-10-09T17:34Z 4078 followers, XXX engagements


"WBT Fault Line Paper $SOC $CRC"  
[X Link](https://x.com/100xCompounding/status/1976340552313651562) [@100xCompounding](/creator/x/100xCompounding) 2025-10-09T17:34Z 4078 followers, XXX engagements


"Newport/Inglewood Fault Line $SOC $CRC"  
[X Link](https://x.com/100xCompounding/status/1976340554846982366) [@100xCompounding](/creator/x/100xCompounding) 2025-10-09T17:34Z 4078 followers, XXX engagements


"Average production in US $SOC $CRC"  
[X Link](https://x.com/100xCompounding/status/1976340557724254219) [@100xCompounding](/creator/x/100xCompounding) 2025-10-09T17:34Z 4078 followers, XXX engagements


"KC Declines $SOC $CRC"  
[X Link](https://x.com/100xCompounding/status/1976340560454861121) [@100xCompounding](/creator/x/100xCompounding) 2025-10-09T17:34Z 4078 followers, XXX engagements


"KC Barrels Per Day of Production $SOC $CRC"  
[X Link](https://x.com/100xCompounding/status/1976340562837110812) [@100xCompounding](/creator/x/100xCompounding) 2025-10-09T17:34Z 4078 followers, XXX engagements


"Our Latest Piece on CA Oil and $SOC impact"  
[X Link](https://x.com/100xCompounding/status/1976341084273041782) [@100xCompounding](/creator/x/100xCompounding) 2025-10-09T17:36Z 4078 followers, XXX engagements


"$SOC Right because Sables army of lawyers is going to allow factually incorrect information into a SEC filing Got it"  
[X Link](https://x.com/100xCompounding/status/1976645839214067793) [@100xCompounding](/creator/x/100xCompounding) 2025-10-10T13:47Z 4078 followers, 4196 engagements


"$SOC Is that the case Or is it that for the last two years Sable has continued to grind forward and pass through every hoop the state has tried to throw their way and now that the state has their back against the wall they are throwing out any and every lawsuit they can as a last-ditch desperation effort Or are you of the opinion the state and those in opposition to sable are too upstanding and righteous to use lawfare against their adversaries"  
[X Link](https://x.com/100xCompounding/status/1976659199149904119) [@100xCompounding](/creator/x/100xCompounding) 2025-10-10T14:40Z 4078 followers, 5692 engagements


"$SOC $XXXX is what it costs just for the imported crude alone in CA. Add in $XXXX of punitive environmental compliance fees another $XXXX for underground storage tank fees $XXXX in state excise taxes and that all adds up to perpetually higher prices. On top of that the state holds roughly XX days worth of reserves. Meanwhile the Sable Offshore pipeline that has a target production rate of 50K adds roughly XX% to the states domestic production capabilities. The pipeline to move this crude is ready the company is ready meanwhile state overreach and red tape is preventing this crude from"  
[X Link](https://x.com/100xCompounding/status/1976698353330106617) [@100xCompounding](/creator/x/100xCompounding) 2025-10-10T17:16Z 4078 followers, 4360 engagements


"Another relevant question is why is he blocking $SOC from coming online Adam this is a company that has a pipeline ready to go that can ramp to 50K barrels of oil PER DAY which is an additional XX% of the states current out put (259K). In addition the pipeline is ready to go and can be turned on today. Instead Gavin Newsom and his cronies are using lawfare tactics and politics to block a private business from utilizing its property to help California domestic energy security and lower energy prices for everyone in the state"  
[X Link](https://x.com/100xCompounding/status/1976699683641626846) [@100xCompounding](/creator/x/100xCompounding) 2025-10-10T17:21Z 4078 followers, 4581 engagements


"$RIG $VAL $NE"  
[X Link](https://x.com/100xCompounding/status/1977734628921229713) [@100xCompounding](/creator/x/100xCompounding) 2025-10-13T13:54Z 4077 followers, 2205 engagements


"But Mr Ultra Deep. 2030 carbon reduction 2050 net zero China demand going to X $RIG $VAL $NE $SDRL #OOTT"  
[X Link](https://x.com/100xCompounding/status/1977786149591531771) [@100xCompounding](/creator/x/100xCompounding) 2025-10-13T17:18Z 4076 followers, 2117 engagements


"$SOC Tomorrow we expect Sable Offshores tentative on the Sable v CCC case to drop. We are expecting at least a partial victory and will update our paid subscribers as soon as the tentative ruling drops. Subscribe below to stay up to date Cheers"  
[X Link](https://x.com/100xCompounding/status/1977923410714841416) [@100xCompounding](/creator/x/100xCompounding) 2025-10-14T02:24Z 4078 followers, 5578 engagements


"Every services business that exists today are attractive especially when compared to the S&P500. Demand is continuing to grow supply remains exceptionally tight industries have consolidated and balance sheets are cleaned up. $TDW $VAL $NE $NMM"  
[X Link](https://x.com/100xCompounding/status/1978979271801438321) [@100xCompounding](/creator/x/100xCompounding) 2025-10-17T00:20Z 4077 followers, 2691 engagements


"@1stAmendment24 Its just like an app theres an ETF for everything"  
[X Link](https://x.com/100xCompounding/status/1978987420818297008) [@100xCompounding](/creator/x/100xCompounding) 2025-10-17T00:52Z 4076 followers, XX engagements


"@1stAmendment24 You can always make your own ETF 😂"  
[X Link](https://x.com/100xCompounding/status/1978991770005356992) [@100xCompounding](/creator/x/100xCompounding) 2025-10-17T01:09Z 4077 followers, XX engagements


"$OLN $WLK $OXY OXY Westlake snd Olin control XX% of the North American market for caustic soda/ chloralkali if one of those businesses buys Oxys pet chem business its a massive win"  
[X Link](https://x.com/100xCompounding/status/1972361324849226238) [@100xCompounding](/creator/x/100xCompounding) 2025-09-28T18:02Z 4079 followers, 3180 engagements


"$OLN $WLK $OXY Spaces on Oxys potential sale of its Petrochemical business"  
[X Link](https://x.com/100xCompounding/status/1972690597749084457) [@100xCompounding](/creator/x/100xCompounding) 2025-09-29T15:51Z 4079 followers, 1463 engagements


"$OXY $OLN $WLK Berkshire $BRK is the buyer of OXY petrochemical business which is a really positive development in the market. Another rationale player that will operate prudently. Also a nice signal that is Berkshire is looking at investing in petrochemicals maybe there is some value in the space broadly Or does that only apply to snowflake and Ulta"  
[X Link](https://x.com/100xCompounding/status/1973144801957536152) [@100xCompounding](/creator/x/100xCompounding) 2025-09-30T21:55Z 4079 followers, 2202 engagements


"$SOC It is worth noting that Greg Hart who is being called upon as a spokesman and reliable source of information around Sable Offshore was also a party to ABX2-1 which has led to the mass exodus of refiners from the state since its inception. When gas prices spike because of supply constraints everyday Californians suffer and the oil industry profits. This legislation will protect California consumers by ensuring refineries maintain a stable fuel supply saidAssemblymember Gregg Hart (D-Santa Barbara). This bill is a common-sense solution. By requiring oil companies to better plan for"  
[X Link](https://x.com/100xCompounding/status/1973784460198891656) [@100xCompounding](/creator/x/100xCompounding) 2025-10-02T16:17Z 4078 followers, 3633 engagements


"$SOC Under the Biden Admin XXX federal drilling permits were approved in California - what do you imagine the Trump Admin will do should Sable come knocking The opposition knows Sable's federal assets WILL be developed. One way or another. It can benefit the state or it can spite the state if they continue to play games and continue to arbitrarily block the use of the refurbished pipeline. Jobs tax revenues XX% additions to the energy needs of the state. OR FPSOs and tankers off the coast for the foreseeable future no tax revenues and the oil goes to Washington state. @PhilMickelson"  
[X Link](https://x.com/100xCompounding/status/1973838922410348984) [@100xCompounding](/creator/x/100xCompounding) 2025-10-02T19:54Z 4078 followers, 3009 engagements


"$SOC Over the last XX to XX years the California state excise tax on gasoline has increased by XXX% the number of motor vehicles has grown by XX% and our population has increased by XX% Mische wrote. Meanwhile the number of refineries has declined by XX% in-state oil field production has fallen by XX% finished gasoline stocks have declined by XX% in-state daily refinery capacity has decreased by XX% average gasoline prices for all formulations have gone up by XXX% and imports of non-U.S. foreign oil increased 712%"  
[X Link](https://x.com/100xCompounding/status/1974193217747694030) [@100xCompounding](/creator/x/100xCompounding) 2025-10-03T19:21Z 4078 followers, 6017 engagements


"$IPI I am a sucker for off balance sheet assets. Intrepid XTO payments represent 1/3 of their current market capitalization"  
[X Link](https://x.com/100xCompounding/status/1976277475845103993) [@100xCompounding](/creator/x/100xCompounding) 2025-10-09T13:24Z 4079 followers, 1128 engagements


"$SOC Continues to run the dual track. Despite what shorts keep hollering Plan B is a very real course of action that has been talked about for a very long time. They hope its not real. They think its a bluff and desperation. Meanwhile the Sec of Interior is directly supportive of Sables efforts and has an interest in increasing state wide energy production. These federal assets will be extracted period"  
[X Link](https://x.com/100xCompounding/status/1976616152559149085) [@100xCompounding](/creator/x/100xCompounding) 2025-10-10T11:49Z 4079 followers, 13.4K engagements


"As Uranium and Gold continue to catch a bid the left for dead commodities like Ag Lumber Oil Steel and Petrochemicals present attractive opportunities- we will dig into a few our favorite investments in each industry $MT $IFP.CA $TDW $RIG $IPI $LXU $OLN"  
[X Link](https://x.com/100xCompounding/status/1977050331730075738) [@100xCompounding](/creator/x/100xCompounding) 2025-10-11T16:35Z 4078 followers, 1048 engagements


"For clarity yes $SOC is on this list 😂"  
[X Link](https://x.com/100xCompounding/status/1979336203938992599) [@100xCompounding](/creator/x/100xCompounding) 2025-10-17T23:58Z 4079 followers, 3131 engagements


"I meant to tag the stocks for our latest piece. Check it out for some fun weekend reading $SOC $TDW $RIG $DK $IPI $FPH"  
[X Link](https://x.com/100xCompounding/status/1979388765727498347) [@100xCompounding](/creator/x/100xCompounding) 2025-10-18T03:27Z 4079 followers, 1707 engagements


"$SOC Its nice to know there is another set of folks out there that know the situation well are are adding"  
[X Link](https://x.com/100xCompounding/status/1979322463352672390) [@100xCompounding](/creator/x/100xCompounding) 2025-10-17T23:03Z 4079 followers, 7160 engagements


"$SOC $CRC Next week Mike and I will be conducting a LIVE interview plus Q&A with our in person audience as well. Paid subscribers to our substack will also get the recording if you cant attend live. Join us to chat about all things CA Energy with the man on the ground himself @MikeUmbro"  
[X Link](https://x.com/100xCompounding/status/1979386641572671765) [@100xCompounding](/creator/x/100xCompounding) 2025-10-18T03:18Z 4079 followers, 4187 engagements


"We are preparing November content and want to hear from you. What content do YOU want to see Let us know what stock you want us to write up and share our thesis on. $IPI $DK $OLN"  
[X Link](https://x.com/100xCompounding/status/1979583738192572831) [@100xCompounding](/creator/x/100xCompounding) 2025-10-18T16:21Z 4079 followers, 1185 engagements